Craig Verdi

Craig is a Christian, devoted father, outdoorsman, avid reader, writer, and dog lover. These values—faith, family, lifelong learning, and personal integrity—have shaped both his life and his career.

With more than 40 years of executive leadership and entrepreneurial success, Craig has built a distinguished career in financial services, investments, financial planning, business consulting, and organizational management. He earned his Bachelor of Arts from Washington State University and received his CFP® (Certified Financial Planner™) designation from The American College in 2001. In addition, has had six securities licenses: Series 6, 7, 24, 26, 63, and 65.

Craig is an accomplished author whose first book, y2k, You’re Okay: Why the Millennium Bug Won’t Bite, helped readers navigate one of the most publicized financial concerns of its time. His second book, Mindful Money, published in 2017, reflects his belief that financial success begins with clarity of purpose, disciplined thinking, and intentional decision-making.

Committed to serving others beyond the business world, Craig founded Rethink, a 501(c)(3) nonprofit organization dedicated to supporting individuals facing cognitive challenges and helping provide access to mental health care for those who otherwise could not afford it. His passion for community service has also led to leadership roles on numerous nonprofit boards, including eight years of service with the Boise Rescue Mission, where he served as Chairman of the Board for two years.

Craig also authors The Tangled Web, his Substack publication and the continuation of the Mindful Money blog, where he shares thoughtful perspectives on money, leadership, personal growth, and living with intention. You can find it at [insert Substack link].

Craig welcomes the opportunity to meet with you, share his philosophy, and demonstrate what it means to be genuinely different—not simply by saying so, but through actions, relationships, and results.